Once you open an account with Ariston - CPR, you will get access to FOLIOfn's Advisor platform and receive all of the benefits below:

Online access to your account

Monthly statements

Electronic access to your funds

Detailed reports

Performance

Tax documents

$4.5M in SIPC insurance

Much, much more

Annual Management Fee: Ariston - CPR charges an annual management fee that is billed monthly as a percentage of total assets in your account. The fees are automatically deducted from your account every month in arrears.

Initial Investment: $50,000 minimum

Annual Management Fee

Total Assets

1.75%

$50,000 to $500,000

1.50%

$500,000 to $1,000,000

1.25%

Over $1,000,000

This fee includes the custodian's fee which allows us to offer commission free trading. The fee is billed on a cumulative basis (Example: the fee for an account with $750K would be billed 1.75% for $500K and 1.50% for the next $250K).

FOLIOfn is a member of the Securities Investor Protection Corporation (SIPC), a non-profit corporation that provides account protection to customers of registered broker-dealers.

SIPC protection does not cover losses from declining investment values. Rather, it protects investors against losses that stem from the financial failure of a brokerage company. If a brokerage fails, SIPC will cover losses up to $500,000 (with a limit of $100,000 for cash losses).

FOLIOfn customers receive additional account protection through some underwriters at Lloyd's, London. While the underwriters cover losses up to a total of $50 million for all FOLIOfn customers in any one policy year, the maximum amount any single FOLIOfn customer may receive is $4.5 million for securities. The underwriters' coverage is governed solely by the terms of the policy issued by them. If you wish, you are entitled to inspect the policy or obtain a copy for your records.